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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,365 | $48,300-47.5% | $40,145,923-99.9% | $62,881-59.7% |
| Participation rate | 47.9% | 62.0%-14.1pp | 68.4%-20.5pp | 69.3%-21.4pp |
| Annual return | 7.60% | 6.95%+0.6pp | 5.24%+2.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,044 | $2,388-56.3% | $2,591-59.7% | $3,203-67.4% |
| Admin fee / account holder | $810 | $2,919-72.2% | $2,903-72.1% | $4,296-81.1% |